See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,083 | $89,753-72.1% | $107,525-76.7% | $84,808-70.4% |
| Participation rate | 88.6% | 68.1%+20.6pp | 75.1%+13.6pp | 68.3%+20.3pp |
| Annual return | 18.26% | 29.48%-11.2pp | 181.32%-163.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,631 | $3,113-47.6% | $3,754-56.5% | $2,631-38.0% |
| Participant deferral / active EE | $3,562 | $4,056-12.2% | $5,116-30.4% | $4,212-15.4% |
| Admin fee / account holder | $6,914 | $7,222-4.3% | $8,919-22.5% | $7,344-5.8% |